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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,346 hedge funds and large institutions have $80.8B invested in Bristol-Myers Squibb in 2023 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 666 increasing their positions, 1,206 reducing their positions, and 238 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,346
Holders Change
-26
Holders Change %
-1.1%
% of All Funds
34.39%
Holding in Top 10
24
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-42.86%
% of All Funds
0.35%
New
249
Increased
666
Reduced
1,206
Closed
238
Calls
$1.7B
Puts
$1.2B
Net Calls
+$495M
Net Calls Change
-$10.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.14B
2
VanEck Associates
VanEck Associates
New York
+$184M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$165M
4
Primecap Management
Primecap Management
California
+$154M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
+$137M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$2.03B
2
Capital International Investors
Capital International Investors
California
-$405M
3
Bank of America
Bank of America
North Carolina
-$382M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$343M
5
Boston Partners
Boston Partners
Massachusetts
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSA
2451
Marino Stram & Associates
Massachusetts
– -$308K -5,304 Closed
DA
2452
DCF Advisers
Connecticut
– -$305K -5,250 Closed
KIG
2453
Kowal Investment Group
Wisconsin
– -$300K -5,174 Closed
RCWM
2454
Royal Capital Wealth Management
Indiana
– -$299K -5,147 Closed
FIBT
2455
First International Bank & Trust
North Dakota
– -$295K -5,082 Closed
ST
2456
Sabal Trust
Florida
– -$292K -5,028 Closed
MA
2457
MJP Associates
Connecticut
– -$289K -4,985 Closed
TAM
2458
Trillium Asset Management
Massachusetts
– -$289K -4,977 Closed
SIG
2459
Spinnaker Investment Group
California
– -$288K -4,966 Closed
TCOO
2460
Trust Company of Oklahoma
Oklahoma
– -$281K -4,840 Closed
VC
2461
Vicus Capital
Pennsylvania
– -$280K -4,824 Closed
HCM
2462
Hodges Capital Management
Texas
– -$279K -4,809 Closed
SMWM
2463
Silvia McColl Wealth Management
California
– -$279K -4,805 Closed
CCA
2464
Childress Capital Advisors
Texas
– -$265K -4,804 Closed
APWA
2465
Atlas Private Wealth Advisors
New Jersey
– -$277K -4,774 Closed
CWS
2466
Cypress Wealth Services
California
– -$275K -4,742 Closed
RP
2467
Riverwater Partners
Wisconsin
– -$266K -4,583 Closed
SPWM
2468
Schrum Private Wealth Management
Florida
– -$266K -4,578 Closed
SFP
2469
Sandbox Financial Partners
Maryland
– -$258K -4,452 Closed
NFP
2470
Narus Financial Partners
Utah
– -$256K -4,418 Closed
D
2471
Diversified
Delaware
– -$249K -4,287 Closed
VA
2472
Valmark Advisers
Ohio
– -$245K -4,219 Closed
DA
2473
Doliver Advisors
Texas
– -$244K -4,203 Closed
DDPIC
2474
Deroy & Devereaux Private Investment Counsel
Michigan
– -$242K -4,170 Closed
BWFA
2475
Baltimore-Washington Financial Advisors
Maryland
– -$241K -4,155 Closed
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99
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